HDFC BSE Sensex Index Fund vs ICICI Prudential Innovation Fund
Portfolio Overlap Analysis · HDFC vs ICICI
36.9%
Moderate Overlap
14 common stocks · Rank #3462 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE Sensex Index | Wt% in ICICI Prudential Innovation | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 10.27% | 6.70% | 6.70% |
Reliance Industries Ltd. Petroleum Products | 9.83% | 4.15% | 4.15% |
Infosys Limited IT - Software | 4.84% | 3.90% | 3.90% |
Axis Bank Ltd. Banks | 4.12% | 3.44% | 3.44% |
Mahindra & Mahindra Ltd. Automobiles | 3.17% | 3.31% | 3.17% |
Larsen and Toubro Ltd. Construction | 5.21% | 2.46% | 2.46% |
Bharti Airtel Ltd. Telecom - Services | 5.47% | 2.37% | 2.37% |
Maruti Suzuki India Limited Automobiles | 2.05% | 2.68% | 2.05% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.91% | 2.55% | 1.91% |
NTPC Limited Power | 1.89% | 1.86% | 1.86% |
Unique to HDFC BSE Sensex Index
- HDFC Bank Ltd.14.07%
- State Bank of India5.20%
- Kotak Mahindra Bank Limited3.18%
Unique to ICICI Prudential Innovation
- Pidilite Industries Ltd.3.38%
- Lupin Ltd.3.07%
- TVS Motor Company Ltd.2.57%
Sector Overlap Breakdown
Banks10.1% (2)
Automobiles5.2% (2)
Petroleum Products4.2% (1)
IT - Software3.9% (1)
Power3.3% (2)
Construction2.5% (1)
Telecom - Services2.4% (1)
Retailing2.0% (2)
Pharmaceuticals & Biotechnology1.9% (1)
Diversified FMCG1.4% (1)
Analysis
AI-generated comparative analysis coming soon.
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.